BNY Mellon Wealth Management has named Laura Kaplan as Market President in Miami, Florida where she leads the region’s wealth management practice. In this role, she oversees the market’s client strategists, wealth managers and support staff. She reports directly to Southeast President, Kent Moegerle.
Kaplan joins BNY Mellon from Bank of America Private Bank (formerly known as US Trust), where she served as Managing Director and Senior Private Client Advisor responsible for managing high-net-worth families and their affiliated entities across the country. Prior roles include Managing Director for Deutsche Bank Private Bank, Market Manager for Citi Private Bank Law Firm Group, and Vice President of Global Relationships at Citigroup Latin America. Laura began her career as an Analyst for General Motors Treasury focused on the Asia-Pacific region.
“Laura’s significant experience in wealth management, and her deep knowledge of the Southeast market, will be a great addition to our Florida team as we continue to grow our Active Wealth offer for ultra-high-net-worth individuals and families,” says Moegerle of BNY Mellon Wealth Management.
Kaplan earned a BA in Economics and Mandarin from Wellesley College and a Master of International Business in Chinese and Finance from Darla Moore School of Business. She is a Board Member of the Perez Art Museum Miami (PAMM) and Co-Chair of The Commonwealth Institute Florida, a non-profit devoted to the mentorship and advancement of women in leadership. She is a member of the International Women’s Forum and a philanthropist.